Delivery signals
Look for repeated friction in the work itself.
- Overdue commitments and repeated rework
- Approvals waiting longer than agreed
- Work with no named owner or next date
Client retention risk review
Retention problems rarely begin at renewal. Use delivery, communication and outcome signals to decide which accounts need attention now.
Relationship signals
Check whether the client still understands the plan and feels heard.
- Days since a useful strategic conversation
- Unresolved concerns or changed expectations
- Declining engagement with reports and requests
Recovery plan
Give every at-risk account one owner and one dated intervention.
- State the problem without softening it
- Agree the corrective action with the client
- Review progress before the next renewal conversation
Apply it to your agency
Get your agency report See which public parts of your client journey need attention.
Start with a clear view